See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,671 | $104,974-75.5% | $95,585-73.1% | $142,382-82.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.14% | 210.33%-188.2pp | 38.56%-16.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $3,836 | $2,779+38.1% | $2,527+51.8% | $4,299-10.8% |
| Participant deferral / active EE | $6,622 | $4,352+52.2% | $4,023+64.6% | $6,507+1.8% |
| Admin fee / account holder | $23 | $6,386-99.6% | $6,127-99.6% | $12,624-99.8% |